MGE ENERGY INC - Common Stock (MGEE)

CUSIP: 55277P104

Q1 2023 13F Holders as of 31 Mar 2023

Type / Class
Equity / Common Stock
Shares outstanding
36,606,049
Total 13F shares
18,674,340
Share change
+361,447
Total reported value
$1,450,502,902
Price per share
$77.67
Number of holders
203
Value change
+$29,179,119
Number of buys
107
Number of sells
65

Quarterly Holders Quick Answers

What is CUSIP 55277P104?
CUSIP 55277P104 identifies MGEE - MGE ENERGY INC - Common Stock in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of MGEE - MGE ENERGY INC - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
VANGUARD GROUP INC
13F
Company
11%
4,142,825
$291,654,880 31 Dec 2022
13F
BlackRock Finance, Inc.
13F
Company
7.6%
2,796,077
$196,843,851 31 Dec 2022
13F
T. Rowe Price Investment Management, Inc.
13F
Company
7.3%
2,663,504
$187,511,000 31 Dec 2022
13F
VICTORY CAPITAL MANAGEMENT INC
13F
Company
2.9%
1,076,033
$75,752,723 31 Dec 2022
13F
STATE STREET CORP
13F
Company
2.7%
998,178
$70,271,731 31 Dec 2022
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
2%
747,308
$52,612,000 31 Dec 2022
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1.9%
684,998
$48,223,000 31 Dec 2022
13F
GOLDMAN SACHS GROUP INC
13F
Company
1.6%
589,127
$41,474,541 31 Dec 2022
13F
NORTHERN TRUST CORP
13F
Company
1.2%
428,804
$30,187,801 31 Dec 2022
13F
SILVERCREST ASSET MANAGEMENT GROUP LLC
13F
Company
1.1%
397,240
$27,965,696 31 Dec 2022
13F
GABELLI FUNDS LLC
13F
Company
1.1%
397,000
$27,948,800 31 Dec 2022
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.97%
355,748
$25,044,659 31 Dec 2022
13F
Bank of New York Mellon Corp
13F
Company
0.79%
289,972
$20,414,029 31 Dec 2022
13F
ROYAL LONDON ASSET MANAGEMENT LTD
13F
Company
0.57%
207,383
$14,591,468 31 Dec 2022
13F
Nuveen Asset Management, LLC
13F
Company
0.55%
202,120
$14,228,000 31 Dec 2022
13F
Legal & General Group Plc
13F
Company
0.43%
157,417
$11,082,155 31 Dec 2022
13F
MORGAN STANLEY
13F
Company
0.36%
130,685
$9,200,300 31 Dec 2022
13F
Swiss National Bank
13F
Company
0.24%
87,250
$6,142,400 31 Dec 2022
13F
JPMORGAN CHASE & CO
13F
Company
0.19%
70,184
$4,940,000 31 Dec 2022
13F
RHUMBLINE ADVISERS
13F
Company
0.17%
62,697
$4,414,000 31 Dec 2022
13F
HARBOUR INVESTMENTS, INC.
13F
Company
0.17%
61,556
$4,333,543 31 Dec 2022
13F
Invesco Ltd.
13F
Company
0.17%
60,511
$4,259,975 31 Dec 2022
13F
DEUTSCHE BANK AG\
13F
Company
0.16%
58,220
$4,098,688 31 Dec 2022
13F
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS
13F
Company
0.16%
57,609
$4,056,000 31 Dec 2022
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.16%
57,300
$4,033,920 31 Dec 2022
13F
Zimmer Partners, LP
13F
Company
0.15%
56,000
$3,942,400 31 Dec 2022
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
0.15%
53,276
$3,751,000 31 Dec 2022
13F
State of New Jersey Common Pension Fund D
13F
Company
0.13%
48,168
$3,391,027 31 Dec 2022
13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
13F
Company
0.13%
46,001
$3,238,470 31 Dec 2022
13F
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
0.12%
44,248
$3,115,000 31 Dec 2022
13F
US BANCORP \DE\
13F
Company
0.11%
38,951
$2,742,151 31 Dec 2022
13F
UBS Group AG
13F
Company
0.1%
38,273
$2,694,419 31 Dec 2022
13F
ALLIANCEBERNSTEIN L.P.
13F
Company
0.1%
37,820
$2,662,528 31 Dec 2022
13F
TUDOR INVESTMENT CORP ET AL
13F
Company
0.09%
34,592
$2,435,000 31 Dec 2022
13F
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
0.09%
34,403
$2,422,000 31 Dec 2022
13F
Madison Wealth Partners, Inc
13F
Company
0.08%
30,310
$2,133,807 31 Dec 2022
13F
MARTINGALE ASSET MANAGEMENT L P
13F
Company
0.08%
28,408
$1,999,924 31 Dec 2022
13F
NEW YORK STATE COMMON RETIREMENT FUND
13F
Company
0.07%
27,013
$1,901,715 31 Dec 2022
13F
CREDIT SUISSE AG/
13F
Company
0.07%
26,528
$1,867,571 31 Dec 2022
13F
Magellan Asset Management Ltd
13F
Company
0.07%
25,731
$1,811,462 31 Dec 2022
13F
MACQUARIE GROUP LTD
13F
Company
0.07%
24,251
$1,707,270 31 Dec 2022
13F
Russell Investments Group, Ltd.
13F
Company
0.06%
22,486
$1,583,021 31 Dec 2022
13F
VOLORIDGE INVESTMENT MANAGEMENT, LLC
13F
Company
0.06%
22,244
$1,565,978 31 Dec 2022
13F
Cubist Systematic Strategies, LLC
13F
Company
0.06%
21,872
$1,539,789 31 Dec 2022
13F
CWM, LLC
13F
Company
0.06%
20,497
$1,443,000 31 Dec 2022
13F
FMR LLC
13F
Company
0.06%
20,477
$1,441,571 31 Dec 2022
13F
Goldstein Advisors, LLC
13F
Company
0.06%
20,206
$1,423,000 31 Dec 2022
13F
MetLife Investment Management, LLC
13F
Company
0.05%
19,324
$1,360,410 31 Dec 2022
13F
BNP PARIBAS FINANCIAL MARKETS
13F
Company
0.05%
18,717
$1,317,677 31 Dec 2022
13F
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
Company
0.05%
18,600
$1,309,440 31 Dec 2022
13F

Institutional Holders of MGE ENERGY INC - Common Stock (MGEE) as of Q1 2023

As of 31 Mar 2023, MGE ENERGY INC - Common Stock (MGEE) was held by 203 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 18,674,340 shares. The largest 10 holders included VANGUARD GROUP INC, BlackRock Inc., T. Rowe Price Investment Management, Inc., VICTORY CAPITAL MANAGEMENT INC, STATE STREET CORP, DIMENSIONAL FUND ADVISORS LP, GEODE CAPITAL MANAGEMENT, LLC, GOLDMAN SACHS GROUP INC, NORTHERN TRUST CORP, and GABELLI FUNDS LLC. This page lists 204 institutional shareholders reporting positions in this security for the Q1 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2023 vs Q4 2022 Across Filers

Q4 2022 holders
197
Q1 2023 holders
203
Holder diff
6
Investor Q4 2022 Shares Q1 2023 Shares Share Diff Share Chg % Q4 2022 Value $ Q1 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .